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Farmas USA

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Farmas USA
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#109329

Re: Farmas USA

Top 100
mugiwara

MLNT

Entró orden a 6,00 de ya ni me acuerdo...

#109332

Re: Farmas USA

La bajada de hoy no ha sido por news, si no por lo que le ha pasado a la gran mayoría, no? La acabo de ver, si no hubiera comprado

TGTX

#109335

Re: Farmas USA

SESN

El amigo Bret Jensen tiene un foro de OPAs que han ido mal. La filosofia es curiosa...

The Busted IPO Forum is a hypothetical $150K portfolio built of stocks that have been public for 18 months to five years that are significantly under their offering price. Many times after the initial analyst hyperbole has died and lockups have expired, these same companies can be had for .30 to .50 cents on the dollar from when the shares went public. As lucrative as this niche has been for Bret's portfolio over the years, a service or newsletter has not existed that covered this segment of the market -- until now! The goal in creating the Busted IPO Forum is to build a portfolio of 15-20 small cap and mid cap busted IPOs which consistently outperform the Russell 2000 over time.

 

En fin, de vez en cuando, suelta un free report. Hoy recomienda esta...

Sesen Bio (SESN) is a Cambridge, Massachusetts based late-stage biologics concern focused on the development of targeted next generation antibody drug conjugates (ADCs) in the treatment of patients with cancer. Formerly known as Eleven Biotherapeutics (until May 17, 2018 – EBIO), the former eye care company came public in February 2014 at $10 per share. Eleven Biotherapeutics was known for the failure of its EBI-005 compound in the treatment of dry eye disease and allergic conjunctivitis. However, with a new technology platform, new management team, and promising lead product candidate – all acquired in September 2016 – the ~$150 million market cap company decided on new nomenclature in front of a late May/early June secondary offering that raised gross proceeds of ~$46 million.

Veredict: Given the lack of good BCG-refractory alternatives, Vicinium’s Phase 2 results and strong Phase 3 interim readout, chances of approval appear strong. The stock has sold off from over $3 to $1.80 in May 2018 on the secondary. $2 is a good entry point for shares of SESN. A small position in SESN within a welldiversified biotech portfolio is our recommendation.